Seagate Technology Holdings plc STX is benefiting from a shift in AI workloads from short-lived compute jobs to persistent data reuse. Inference, agentic applications, robotics and autonomous systems all create reasons to retain historical, video and sensor data. That supports a tiered storage model in which cost-efficient hard drives remain central. Seagate’s AI Workloads Expand the … Read more
Nvidia vs. AMD vs. Intel: Which Stock Is the Better Buy for the Server CPU Boom?
The whipping post
Key Points Nvidia has reportedly begun shipments of its Vera server CPUs to customers. Intel and AMD have been enjoying solid growth in the server CPU market lately, but they now face a major threat from Nvidia. Nvidia stock looks like a better buy from an investment perspective compared to Intel and AMD right now. … Read more
The Bull and Bear Case for Palantir, According to Wall Street
The whipping post
Key Points A Palantir bull expects the data analytics company to deliver a “solid beat and raise” when it reports earnings on Aug. 3. “The Big Short” investor Michael Burry calls Palantir a “sand castle” that is vulnerable to AI slowdowns. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) has … Read more
Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?
Oracle Corporation ORCL and Alibaba Group BABA sit at opposite ends of the globe but occupy strikingly similar ground in today’s technology race. Both transformed from legacy roots, enterprise software for Oracle and e-commerce for Alibaba, into full-stack cloud and AI powerhouses, pouring billions into data centers, custom silicon, and language models. The comparison feels … Read more
Cathie Wood Doubles Down on Tesla Stock. Should Investors Follow?
Key Points Tesla’s robotaxi rollout is delayed, but management remains optimistic about future scaling, even though it will take longer than previously anticipated. A key milestone for the development of the robotaxi rollout will come with the release of the next major version of full self-driving software. These 10 stocks could mint the next wave … Read more